How To: Set Up an MSN adCenter "Client-Agency Relationship"

By Amanda Sides | Apr 1, 2011
More Articles by Amanda


Not being new to MSN adCenter, I have had my fair share of qualms with both the online interface as well as the desktop application in the past, so I know how frustrating it can be to work with.  All of the accounts I have managed up until this point have been set up as stand alone accounts, and now that more and more clients  are beginning to utilize Bing as an advertising channel, I recently set up an adCenter “client center,” or in MSN’s language, “client-agency relationship,” which will allow us to access all of our client accounts under one login, very similar to Google AdWords’ My Client Center.  This was a daunting task for me, as the adCenter help centers aren’t exactly user-friendly or provide all the details you need, so I thought I’d summarize the process for all those out there new to the MSN adCenter Client-Agency Relationship.

First things first, you will need to create your Agency account. To do this, set up an adCenter account just as you normally would, just be sure to put in your agency information and select “Agency or Sales House” as the industry type.

For the next steps, you will need to be sure to either establish access to your client’s account, or send them this information so they can follow the steps below to complete the client-agency relationship.

Within the Client’s account…

STEP 1 > Click the Accounts & Billing Tab

STEP 2 > Click the Agency Management Tab

 

STEP 3 > Invite Agency

 

After the invitation has been successfully sent, you should see a box like the one below appear:


STEP 4 > Accept Invitation within the Agency Account

Login to your agency account, navigate to the Accounts & Billing tab, then the Agency Management tab, and accept the client account’s pending invitation.

Now, you have “sealed the bond.” (Avatar, anyone?) The client should see this within their account now:


This view is also where the client would terminate the client-agency relationship.

Reach out to me on Twitter @amandadchaney if you have any questions! Good luck!

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  • http://www.gosh-media.com Gosh! Media Ltd

    Hi Amanda,

    I thought your comments here “This was a daunting task for me, as the adCenter help centers aren’t exactly user-friendly or provide all the details you need” were very true as back when I setup our first Agency account, no matter how much we tried to explain to Microsoft, that we wanted to use the main ‘AdCentre Login’ as the master account, it took several emails to then realise that this wasn’t possible and individual profiles were the way to do this and then set the profile as a ‘Client Administrator’ and not as a ‘Super Administrator’ in order to view our clients’ accounts.

    This was a little frustrating at first given that we had been used to Google’s mechanism of setting up as an Agency.

    However ahead of Google, their ‘Quick Launch’ service and support both over email and telephone have been very impressive, rather than hiding under the radar, so-to-speak.

    Brad Roberts

  • http://localpulsemarketing.com Krysti

    Thank you for taking the time to post this blog, I have passed it along as a tutorial to so many people frustrated with the process. Simple, direct and easy to understand! Thanks again.